Fiona Thomas Location
- Sydney, NSW, AU
Fiona Thomas Work
- 2025 - now Senior Financial Adviser @
- 2019 - 2025 General Manager and Financial Adviser @
- 2016 - 2019 Financial Adviser @
- 2024 - now Board Member and Head of Finance Audit and Risk Committee @
- 2023 - now Commitee Member (External) - CFS Sustainable Investment Governance Commitee @
- 2020 - now Director and Trustee @ COMMUNITY IMPACT FOUNDATION
- 2020 - 2025 Board Member @
- 2019 - 2021 Board Member @
- 2015 - 2016 Business Development Manager act. @
- 2013 - 2015 Senior Manager, Education and Engagement @
- 2009 - 2013 Senior Manager, Wealth Learning @
- 2007 - 2009 Learning and Development Consultant @
- 2004 - 2007 Client Services Manager @
- 2001 - 2004 Advice Channel Manager and Financial Planner @ Neville Ward Advice
Fiona Thomas Education
- Kaplan Professional
Graduate Diploma of Financial Planning & Self Managed Super Funds Accreditation
2020 - 2023 - UNSW
Graduate Certificate of Social Impact (Social Impact)
2015 - 2017 - River Murray Training
Certificate IV (Training & Assessment)
2011 - 2011 - University of New South Wales
Masters of Social Development (International) (Community Development)
2006 - 2010 - Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
2002 - 2003 - University of Sydney
Bachelor of Arts (B.A.) Asian Studies (Political Science, Government , Indonesian)
1994 - 1996
Fiona Thomas Skills
- Change Management
- Microsoft Office
- Risk Management
- Training Delivery
- Financial Services
- Training
- Strategic Planning
- Financial Planning
- Banking
- Relationship Management
- Project Planning
- Investments
- Training Program Development
- Business Strategy
- Employee Training
- Wealth Management
- Strategic Financial Planning
- Team Leadership
- Customer Service
- Development of Training Materials
- Strategy
- Leadership
Fiona Thomas Summary
- Fiona Thomas, based in Sydney, NSW, AU, is currently a Senior Financial Adviser at Ethinvest. Fiona Thomas brings experience from previous roles at Ethinvest, Intellectual Disability Rights Service and Colonial First State. Fiona Thomas holds a 2020 - 2023 Graduate Diploma of Financial Planning & Self Managed Super Funds Accreditation @ Kaplan Professional. With a robust skill set that includes Change Management, Microsoft Office, Risk Management, Training Delivery, Financial Services and more. Fiona Thomas has 2 emails on RocketReach.
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